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Fees

This firm has been developed with the desire to serve clients in the financial aspects of life’s complicated journey.  Through a few different models in how our relationship can be structured, financial planning services are available (and even more important) if you have not yet accumulated significant assets.  There are no minimums. 

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Depending on the services provided, our engagement could be based on fixed project fees, hourly fees, or ongoing retainer. Ongoing financial planning typically consists of an upfront fee and an ongoing monthly fee. 

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Tammy Goodman Financial, LLC  |  P.O. Box 12752, Charlotte, NC 28220 

Disclaimers

Tammy Goodman Financial, LLC (“TGF”) is a registered investment advisor offering advisory services in the State(s) of North Carolina and South Carolina and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by TGF in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

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All written content on this site is for information purposes only. Opinions expressed herein are solely those of Tammy Goodman Financial, LLC, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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